Recent revocation of General License X on July 7, 2026, following tanker incidents in the Strait of Hormuz, has removed the 60-day window for Iranian crude, petrochemical, and petroleum product sales that OFAC authorized in late June under the U.S.-Iran memorandum of understanding. That license briefly permitted dollar-denominated transactions, insurance, shipping, and limited U.S. imports through August 21, unlocking an estimated 67 million barrels and $8-9 billion in potential revenue while easing near-term global supply pressure on Brent and WTI benchmarks. Trader focus now centers on whether Treasury will issue a fresh waiver or equivalent relief by late August or September amid stalled final-deal talks, IAEA inspection commitments, and Hormuz transit risks. Any reissuance would likely hinge on verifiable Iranian steps toward de-escalation and nuclear compliance, with oil market participants watching OFAC announcements, Treasury statements, and regional security developments for signals on export volumes and pricing.
Eksperymentalne podsumowanie AI odwołujące się do danych Polymarket. To nie jest porada handlowa i nie ma wpływu na rozstrzyganie tego rynku. · Zaktualizowano$342,444 Wol.
September 30
7%
$342,444 Wol.
September 30
7%
This market will resolve to “Yes” if the United States federal government issues a waiver, license, or equivalent sanctions-relief mechanism lifting US sanctions on the sale of Iranian oil, petrochemical products, or petroleum products by the specified date, 11:59 PM ET. Otherwise this market will resolve to “No”.
Actions which direct partial or full sanction relief will both qualify. However, qualifying actions must reverse, remove, waive, or suspend US penalties on the sale of Iranian oil, petrochemical products, or petroleum products, in whole or in part.
Qualifying actions need not be permanent; temporary suspensions of sanctions will qualify. Relief issued for either primary or secondary sanctions will qualify. A re-issuance of the initial waiver will qualify. The full removal of any sanction on the sale of Iranian oil, petrochemical products, or petroleum products will also qualify.
Continued sales of Iranian oil allowed during the wind-down period under this revocation order will not qualify. Mere extensions of the wind-down period, without issuance of a new qualifying sanctions-relief action, will not qualify.
Once a qualifying sanctions relief action has been taken, this market will resolve to “Yes,” regardless of any subsequent revocation.
The primary resolution source for this market will be official information from the United States federal government.
Rynek otwarty: Aug 26, 2026, 10:59 AM ET
Rozstrzygający
0x65070BE91...This market will resolve to “Yes” if the United States federal government issues a waiver, license, or equivalent sanctions-relief mechanism lifting US sanctions on the sale of Iranian oil, petrochemical products, or petroleum products by the specified date, 11:59 PM ET. Otherwise this market will resolve to “No”.
Actions which direct partial or full sanction relief will both qualify. However, qualifying actions must reverse, remove, waive, or suspend US penalties on the sale of Iranian oil, petrochemical products, or petroleum products, in whole or in part.
Qualifying actions need not be permanent; temporary suspensions of sanctions will qualify. Relief issued for either primary or secondary sanctions will qualify. A re-issuance of the initial waiver will qualify. The full removal of any sanction on the sale of Iranian oil, petrochemical products, or petroleum products will also qualify.
Continued sales of Iranian oil allowed during the wind-down period under this revocation order will not qualify. Mere extensions of the wind-down period, without issuance of a new qualifying sanctions-relief action, will not qualify.
Once a qualifying sanctions relief action has been taken, this market will resolve to “Yes,” regardless of any subsequent revocation.
The primary resolution source for this market will be official information from the United States federal government.
Rozstrzygający
0x65070BE91...Recent revocation of General License X on July 7, 2026, following tanker incidents in the Strait of Hormuz, has removed the 60-day window for Iranian crude, petrochemical, and petroleum product sales that OFAC authorized in late June under the U.S.-Iran memorandum of understanding. That license briefly permitted dollar-denominated transactions, insurance, shipping, and limited U.S. imports through August 21, unlocking an estimated 67 million barrels and $8-9 billion in potential revenue while easing near-term global supply pressure on Brent and WTI benchmarks. Trader focus now centers on whether Treasury will issue a fresh waiver or equivalent relief by late August or September amid stalled final-deal talks, IAEA inspection commitments, and Hormuz transit risks. Any reissuance would likely hinge on verifiable Iranian steps toward de-escalation and nuclear compliance, with oil market participants watching OFAC announcements, Treasury statements, and regional security developments for signals on export volumes and pricing.
Eksperymentalne podsumowanie AI odwołujące się do danych Polymarket. To nie jest porada handlowa i nie ma wpływu na rozstrzyganie tego rynku. · Zaktualizowano


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